MOLLY LOU FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: MOLLY LOU FOUNDATION (EIN 13-4011378)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-03-25
IRS object ID: 202000859349100600
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-03-25T09:28:24-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271728945	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	665 FIFTH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	134011378	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MOLLYLOU FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O PKF O'CONNOR DAVIESLLP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MOLL	BusinessNameControlTxt
Phone	2122862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	665 FIFTH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SIDNEY LERNER	PersonNm
Person Title	PRESIDENT, TREASURER	PersonTitleTxt
Phone	2122862600	PhoneNum
Signature	2020-03-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	THOMAS BLANEY	PreparerPersonNm
PTIN	P00234022	PTIN
Phone	2122862600	PhoneNum
Preparation	2020-03-24	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	108.54.183.170	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-03-24	IPDt
IP Tm	20:43:27	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	EC8E06083231C69E5186BF542473381224314139	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2020-11-19 02:30:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,810,318	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$10	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$6,282	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$6,282	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$189,211	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$314,383	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$195,633	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$195,503	TotalRevAndExpnssAmt
Total Net Invst Incm	$201,915	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,915	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,915	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$8,998	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$786	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$130	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$474	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,699	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$130	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,389	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,364,014	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,364,014	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,377,713	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$130	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,368,403	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,182,210	ExcessRevenueOverExpensesAmt
Net Investment Income	$201,785	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$5,945	CashBOYAmt
Cash EOY	$254,236	CashEOYAmt
Cash EOYFMV	$254,236	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$311,519	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$315,950	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$315,950	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$5,350,643	CorporateStockBOYAmt
Corporate Stock EOY	$4,240,132	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,240,132	CorporateStockEOYFMVAmt
Total Assets BOY	$5,668,107	TotalAssetsBOYAmt
Total Assets EOY	$4,810,318	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,810,318	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$5,668,107	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$4,810,318	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,668,107	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,810,318	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,668,107	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,810,318	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,668,107	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,182,210	ExcessRevenueOverExpensesAmt
Other Increases	$809,072	OtherIncreasesAmt
Subtotal	$5,294,969	SubtotalAmt
Other Decreases	$484,651	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,810,318	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	1 SHARE - BERKSHIRE HATHAWAY INC - CLASS A.	PropertyDesc
Acquired	2012-07-24	AcquiredDt
Sold	2019-04-12	SoldDt
Gross Sales Price	$314,383	GrossSalesPriceAmt
Cost Or Other Basis	$118,750	CostOrOtherBasisAmt
Gain Or Loss	$195,633	GainOrLossAmt
Gains Minus Excess Or Losses	$195,633	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$195,633	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$975,677	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$6,227,903	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.156662	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,202,129	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$6,850,590	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.321451	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,783,980	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,878,800	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.480274	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$54,877	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$10,157,074	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.005403	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$6,024,416	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$12,504,969	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.481762	DistributionYr5Rt
Total Distribution	1.445552	TotalDistributionRt
Average Distribution	0.289110	AverageDistributionRt
Net Vl Noncharitable Assets	$5,584,613	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,614,567	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,018	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,616,585	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,368,403	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,036	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,036	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,036	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,000	TotalPaymentsAndCreditsAmt
Es Penalty	$45	EsPenaltyAmt
Overpayment	$919	OverpaymentAmt
Applied To ES Tax	$919	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2122862600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	665 FIFTH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SIDNEY LERNER
C/O PKFOD 665 FIFTH AVENUE	NEW YORK	NY	10022	PRESIDENT, TREASURER, DIRECTOR	2.00	$0	$0	$0
HELAINE LERNER
C/O PKFOD 665 FIFTH AVENUE	NEW YORK	NY	10022	SECRETARY, DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,139,391	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$530,267	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,669,658	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,669,658	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$85,045	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,584,613	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$279,231	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$279,231	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,036	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,036	TotalTaxAmt
Distributable Before Adj	$275,195	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$275,195	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$275,195	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,368,403	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,368,403	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,368,403	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$275,195	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$5,361,987	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$3,390,048	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,859,605	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$669,293	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$11,280,933	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,368,403	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$275,195	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,093,208	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$12,374,141	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$5,361,987	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$7,012,154	ExcessDistriCyovToNextYrAmt
Excess From Year3	$3,390,048	ExcessFromYear3Amt
Excess From Year2	$1,859,605	ExcessFromYear2Amt
Excess From Year1	$669,293	ExcessFromYear1Amt
Excess From Current Year	$1,093,208	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SIDNEY LERNER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN SOCIETY FOR YAD VASHEM INC
500 FIFTH AVENUE 42ND FLOOR	NEW YORK	NY	10110	N/A	PC	GENERAL SUPPORT	$300
CHICAGO COMMUNITY TRUST
225 N MICHIGAN AVE 2200	CHICAGO	IL	60601	N/A	PC	GENERAL SUPPORT	$1,309,760
DWIGHT MORROW HIGH SCHOOL
274 KNICKERBOCKER RD	ENGLEWOOD	NJ	07631	N/A	PC	GENERAL SUPPORT	$200
HASBARA FELLOWSHIPS INCORPORATED
315 WEST 36TH ST	NEW YORK	NY	10018	N/A	PC	GENERAL SUPPORT	$200
ISRAEL CANCER RESEARCH FUND INC
52 VANDERBILT AVENUE SUITE 1501	NEW YORK	NY	10017	N/A	PC	GENERAL SUPPORT	$500
NATIONAL YIDDISH BOOK CENTER INC
1021 WEST STREET	AMHERST	MA	01002	N/A	PC	GENERAL SUPPORT	$54
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVE	SYRACUSE	NY	13244	N/A	PC	GENERAL SUPPORT	$2,500
THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG SW SUITE	WASHINGTON	DC	20024	N/A	PC	GENERAL SUPPORT	$500
UJA FEDERATION OF NEW YORK
130 E 59TH STREET	NEW YORK	NY	10022	N/A	PC	GENERAL SUPPORT	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,364,014	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,282	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$189,211	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$195,493	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$195,493	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PKF O'CONNOR DAVIES, LLP	CategoryTxt
Amt	$3,915	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,915	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
11 SHARES - BERKSHIRE HATHAWAY INC - CLASS A.	$3,735,490	$3,735,490
2,228 SHARES - BERKSHIRE HATHAWAY INC - CLASS B.	$504,642	$504,642

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$484,651	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES	$250	$0	$250
MISCELLANEOUS EXPENES	$406	$0	$224
BANK FEES	$130	$130	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	GAIN ON DISTRIBUTION OF SECURITIES AS GRANTS	Desc
Amt	$809,072	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$8,998	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt